Filed October 13, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,352 | $49,227+380.1% | $70,449+235.5% | $79,858+196.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.80% | 30.06%-22.3pp | 109.03%-101.2pp | 31.71%-23.9pp |
| Employer contribution / active EE | $18,676 | $2,099+789.8% | $2,737+582.5% | $2,471+655.9% |
| Participant deferral / active EE | $4,844 | $2,768+75.0% | $3,709+30.6% | $3,740+29.5% |
| Admin fee / account holder | $9,988 | $2,878+247.0% | $3,845+159.8% | $5,306+88.2% |